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Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,331 | $110,303-62.5% | $95,759-56.8% | $139,487-70.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.03% | 27.19%-5.2pp | 28.42%-6.4pp | 373.84%-351.8pp |
| Employer contribution / active EE | $233 | $3,261-92.8% | $2,836-91.8% | $4,755-95.1% |
| Participant deferral / active EE | $13,948 | $4,674+198.4% | $4,244+228.7% | $6,713+107.8% |
| Admin fee / account holder | $158 | $6,615-97.6% | $5,678-97.2% | $11,407-98.6% |